To set directory-sharing preferences for multiple Households:

  1. Go to the School Module.
  2. Click on the Households tab, then Directory.
  3. Select the desired household(s) from the directory list.
  4. Use the Bulk Actions menu to select Update Household.
  5. In the Model, choose 'Yes' or 'No' for demographics sharing fields.
  6. Click Save.

 

Setting directory sharing preferences for one Household:

  1. Go to the School module.
  2. Click on the Households tab, then choose Directory.
  3. Pick the desired Household.
  4. On the Details page, opt to Edit Household Information.
  5. Choose 'Yes' or 'No' for the demographic sharing fields.
  6. Click Save.

 

Set the sharing preferences for multiple Contacts: 

  1. Go to the School Module.
  2. Click on the Households tab, then the Contacts subtab.
  3. Select the desired contact(s) from the directory list.
  4. Use the Bulk Actions menu to select Update Contact Info.
  5. In the Model, choose 'Yes' or 'No' for demographics sharing fields.
  6. Click Save.

 

Setting directory sharing preference for one Contact:

  1. Go to the School module.
  2. Click on the Households tab, then choose Contacts subtab.
  3. Pick the desired Contact.
  4. On the Details page, opt to Edit Household Information.
  5. Choose 'Yes' or 'No' for the demographic sharing fields.
  6. Click Save.